Analog Century Management LP Concentrated Active

CIK: 0001753384 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value ($000): $1,862,547 (100.0% shares, 0.0% debt)

Holdings (23)

NVDA NVIDIA CORPORATION 7.6%

Value ($000) $140,700 Shares 754,100 Est. Cost $101.19 Unrealized +72.2%

TSM TAIWAN SEMICONDUCTOR MFG LTD 6.1%

Value ($000) $113,215 Shares 405,368 Est. Cost $136.54 Unrealized —

GLW CORNING INC 6.0%

Value ($000) $112,256 Shares 1,368,477 Est. Cost $46.84 Unrealized +38.7%

LITE LUMENTUM HLDGS INC 6.0%

Value ($000) $111,572 Shares 685,710 Est. Cost $76.95 Unrealized +62.1%

CIEN CIENA CORP 5.6%

Value ($000) $104,553 Shares 717,741 Est. Cost $60.03 Unrealized +69.7%

FN FABRINET 5.5%

Value ($000) $101,704 Shares 278,931 Est. Cost $178.63 Unrealized +84.3%

APH AMPHENOL CORP NEW 5.4%

Value ($000) $100,225 Shares 809,896 Est. Cost $64.18 Unrealized +70.5%

AVGO BROADCOM INC 5.4%

Value ($000) $100,081 Shares 303,358 Est. Cost $155.62 Unrealized +96.5%

KLAC KLA CORP 5.1%

Value ($000) $95,193 Shares 88,256 Est. Cost $586.14 Unrealized +58.7%

MTSI MACOM TECH SOLUTIONS HLDGS I 4.6%

Value ($000) $85,248 Shares 684,774 Est. Cost $91.04 Unrealized +45.0%

AEIS ADVANCED ENERGY INDS 4.3%

Value ($000) $79,507 Shares 467,301 Est. Cost $150.44 Unrealized 0.0%

STM STMICROELECTRONICS N V 4.2%

Value ($000) $78,590 Shares 2,780,953 Est. Cost $25.12 Unrealized —

MPWR MONOLITHIC PWR SYS INC 3.8%

Value ($000) $71,433 Shares 77,591 Est. Cost $808.07 Unrealized 0.0%

ON ON SEMICONDUCTOR CORP 3.7%

Value ($000) $69,424 Shares 1,407,903 Est. Cost $61.56 Unrealized -14.5%

TSEM TOWER SEMICONDUCTOR LTD 3.6%

Value ($000) $66,892 Shares 925,202 Est. Cost $34.44 Unrealized +58.6%

RMBS RAMBUS INC DEL 3.5%

Value ($000) $65,786 Shares 631,343 Est. Cost $51.44 Unrealized +49.9%

AMAT APPLIED MATLS INC 3.5%

Value ($000) $64,509 Shares 315,078 Est. Cost $180.78 Unrealized 0.0%

MRVL MARVELL TECHNOLOGY INC 3.5%

Value ($000) $64,369 Shares 765,656 Est. Cost $66.75 Unrealized +10.1%

CAMT CAMTEK LTD 3.4%

Value ($000) $63,477 Shares 604,259 Est. Cost $67.44 Unrealized +32.8%

HPE HEWLETT PACKARD ENTERPRISE C 3.3%

Value ($000) $61,449 Shares 2,502,012 Est. Cost $21.88 Unrealized 0.0%

ARW ARROW ELECTRS INC 2.2%

Value ($000) $41,377 Shares 341,959 Est. Cost $124.20 Unrealized +1.3%

ST SENSATA TECHNOLOGIES HLDG PL 2.0%

Value ($000) $36,679 Shares 1,200,636 Est. Cost $35.93 Unrealized -12.1%

ALGM ALLEGRO MICROSYSTEMS INC 1.8%

Value ($000) $34,309 Shares 1,174,953 Est. Cost $27.68 Unrealized +16.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	754,100	$140,700	7.6%	$101.19	+72.2%	COM	67066G104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	405,368	$113,215	6.1%	$136.54	—	SPONSORED ADS	874039100
GLW	CORNING INC	1,368,477	$112,256	6.0%	$46.84	+38.7%	COM	219350105
LITE	LUMENTUM HLDGS INC	685,710	$111,572	6.0%	$76.95	+62.1%	COM	55024U109
CIEN	CIENA CORP	717,741	$104,553	5.6%	$60.03	+69.7%	COM NEW	171779309
FN	FABRINET	278,931	$101,704	5.5%	$178.63	+84.3%	SHS	G3323L100
APH	AMPHENOL CORP NEW	809,896	$100,225	5.4%	$64.18	+70.5%	CL A	032095101
AVGO	BROADCOM INC	303,358	$100,081	5.4%	$155.62	+96.5%	COM	11135F101
KLAC	KLA CORP	88,256	$95,193	5.1%	$586.14	+58.7%	COM NEW	482480100
MTSI	MACOM TECH SOLUTIONS HLDGS I	684,774	$85,248	4.6%	$91.04	+45.0%	COM	55405Y100
AEIS	ADVANCED ENERGY INDS	467,301	$79,507	4.3%	$150.44	0.0%	COM	007973100
STM	STMICROELECTRONICS N V	2,780,953	$78,590	4.2%	$25.12	—	NY REGISTRY	861012102
MPWR	MONOLITHIC PWR SYS INC	77,591	$71,433	3.8%	$808.07	0.0%	COM	609839105
ON	ON SEMICONDUCTOR CORP	1,407,903	$69,424	3.7%	$61.56	-14.5%	COM	682189105
TSEM	TOWER SEMICONDUCTOR LTD	925,202	$66,892	3.6%	$34.44	+58.6%	SHS NEW	M87915274
RMBS	RAMBUS INC DEL	631,343	$65,786	3.5%	$51.44	+49.9%	COM	750917106
AMAT	APPLIED MATLS INC	315,078	$64,509	3.5%	$180.78	0.0%	COM	038222105
MRVL	MARVELL TECHNOLOGY INC	765,656	$64,369	3.5%	$66.75	+10.1%	COM	573874104
CAMT	CAMTEK LTD	604,259	$63,477	3.4%	$67.44	+32.8%	ORD	M20791105
HPE	HEWLETT PACKARD ENTERPRISE C	2,502,012	$61,449	3.3%	$21.88	0.0%	COM	42824C109
ARW	ARROW ELECTRS INC	341,959	$41,377	2.2%	$124.20	+1.3%	COM	042735100
ST	SENSATA TECHNOLOGIES HLDG PL	1,200,636	$36,679	2.0%	$35.93	-12.1%	SHS	G8060N102
ALGM	ALLEGRO MICROSYSTEMS INC	1,174,953	$34,309	1.8%	$27.68	+16.8%	COM	01749D105